Plan5500

In-N-Out Burger Associates' Profit Sharing Plan — Form 5500 plan (In-N-Out Burger, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, In-N-Out Burger Associates' Profit Sharing Plan is a benefit plan reported by In-N-Out Burger, Inc. under EIN 95-2246829 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,717 participants and $768,202,337 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
In-N-Out Burger, Inc.
EIN
95-2246829
Plan number
001
Plan type
2
Location
Irvine, CA
Latest filing year
2023
Participants
16,717
End-of-year plan assets
$768,202,337

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316,717H, C20240730182236NAL0013724259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$768,202,337
Total liabilities (EOY)
$0
Net assets (EOY)
$768,202,337
Net assets (BOY)
$613,453,456

Income & contributions

Employer contributions
$27,426,002
Participant contributions
$49,383,514
Total contributions
$77,840,088
Total income / additions
$199,067,720

Expenses & distributions

Benefits paid
$43,394,050
Administrative expenses
$214,458
Total expenses
$44,318,839
Net increase / (decrease)
$154,748,881

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$157,476not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$56,982$02023

Related Form 5500 pages